Senior Wealth Manager

The role intends to build a highly enterprising sales team of top performers and achievers from the banking industry who have demonstrated exemplary success in the area of wealth management and HNI / UHNI PB sales.

This team of performers will form a part of the proprietary sales team where the opportunity to grow and create wealth will be boundary less for performers.

• To sell their products (Capital Builder and Shariah) to HNI / UHNI / institutional investors in the respective markets.
  

• Have a healthy mix of investors from multiple ethnicities.
  

• Creation of a healthy pipe of investors’ month on month and ensuring new acquisition of clients is an ongoing process every month.
  

• Retention of clients and ensuring existing clients are serviced well and top-ups are secured from existing investors.
  
• Arrange events / investor forums (within defined budgets) for promoting / acquiring clients for the products.